Individual tax return with investment income (no business income)

Individual Tax Return with Investment Income

Before you proceed, please click here for a list of common work-related deductions and tax saving strategies to help you maximise your tax refund.

Personal details

* Indicates required field

Title *

Name *

First

Last

Tax File Number *

Date of Birth *

Contact Number *

Email *

Residential Address *

Line 1

Line 2

City

State

Zip Code

Country

Bank account and interest income

Postal Address *

Line 1

Line 2

City

State

Zip Code

Country

Bank name *

Account name *

BSB-Account Number *

BSB-Account number *

BSB-Account name *

Interest income *

Tax withheld *

If you have additional employments, please provide details in the comment box below.

Employment income

Job title *

Company name *

ABN *

Gross income *

PAYG tax withheld *

Other income & deductions *

Other income as deductions *

For additional employment, please provide details in the comment box below.

Employment-related deductions

Amount *

Description *

Amount *

Description *

For additional deductions, please provide details in the comment box below.

Investment income and deductions

Type of investment *

Details of investment *

Name of investment *

Details of investment *

Acquisition date *

Cost base ($) *

For additional employment, please provide details in the comment box below.

Investment income (type and amount $) *

Investment deductions (type and amount $) *

Medicare and private health insurance

Please choose one of the following *

If others, please specify. *

Do you have a Medicare card or entitled to Medicare? *

Yes No

Do you have a private health insurance policy? *

Yes. If yes, please provide details below. No

Insurance provider *

Membership number *

Premium paid ($) *

Share of government rebate ($) *

Spouse's details

Title *

Name *

First

Last

Date of birth *

Number of dependant *

Do you have your spouse for the full financial year? *

Yes No. From which date during the year did you have the spouse?

Date *

Estimated spouse's taxable income ($) *

Comment

Please use the space below to provide additional information as appropriate. *

Supporting documents

Upload File *

Max file size: 20MB

Upload File *

Max file size: 20MB

Upload File *

Max file size: 20MB

Should you have additional supporting documents, please zip the file and upload. Alternatively, you can email them to info@rj-co.com.au.

I hereby certify that the above information is correct to the best of my knowledge and I acknowledge the substantiation declaration. I hereby authorise RJ & Co Tax Accounting to prepare and lodge tax return on my behalf.

Tick and submit *

Agree

Submit